Shyon
2025-11-26

I see Google’s $Alphabet(GOOGL)$ TPU push as meaningful competition, but not a threat to Nvidia’s $NVIDIA(NVDA)$ core lead. TPUs will broaden the AI compute market rather than shrink it. Nvidia still dominates training and CUDA, while rising inference demand simply encourages hyperscalers to diversify and reduce reliance on a single supplier.

On Burry’s bubble call, I think he’s right about pockets of excess, but I don’t see a dot-com style collapse. AI spending today comes from real workloads and enterprise adoption, so despite volatility, this still looks like the early stage of a long AI infrastructure cycle.

If Meta $Meta Platforms, Inc.(META)$ or OpenAI shift some workloads to TPUs, I wouldn’t turn bearish on Nvidia, but I’d rebalance slightly. I’d keep Nvidia as a core position, add more exposure to Alphabet’s strengthening AI stack, and keep an eye on AMD $Advanced Micro Devices(AMD)$ as a diversification play.

@TigerClub @TigerStars @Tiger_comments

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

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  • icycrystal
    ·2025-11-27
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    thanks for sharing
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    • Shyon: 
      [Cool] [Cool] [Cool]
      2025-11-27
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